High Road Wealth Advisors, LLC Portfolio Holdings

High Road Wealth Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.4B, Invesco Qqq Trust, Series 1 with a value of $10.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $9.37B, Vanguard Ftse Developed Market with a value of $8.9B, and Ishares Core S&P 500 ETF with a value of $8.79B.

Examining the 13F form we can see an increase of $105B in the current position value.

High Road Wealth Advisors, LLC is based out at Coos Bay, OR

Below you can find more details about High Road Wealth Advisors, LLC portfolio as well as his latest detailed transactions.